Portfolio Assistant

6 months ago

Pretoria, South Africa Momentum Retail Full time

**Introduction**

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

**Role Purpose**

Providing business support to the business leader and designated team portfolio by coordination of operational tasks, projects and processes

**Requirements**:

- Matric or equivalent
- Post matric qualification in office admin or related (preferred)
- 2-5 years’ secretarial/administrative experience
- Advantageous to have experience in coordinating team-based projects and processes

**Duties & Responsibilities**

**Coordinate administrative activities in terms of operational tasks, efficiencies, and processes in support to the Sale Executive**
- Actively supporting the Sales Executive during the Hire Right recruitment process by ensuring all administrative practices are in place to ensure the Hire Right recruitment practices transition effectively and sustainably
- Enable effective and efficient administrative management in the Hire Right recruitment practice by collating, compiling, and distributing all supporting documentation (i.e., interview packs; assisting with reference checks; MIE checks and verification, collection of all necessary documentations; assisting with scheduling of assessments; completing of grids for fit proper verification and supporting the onboarding process) in a timely manner
- Monitor and report on the recruitment processes for quality and effectiveness and assist as required
- Monitor and report on financial advisors exits or book transfer so that the Sale Executive can accurately forecast process, practice, and people perspective Ensure efficient and effective business practice by
- pro-actively coordinate and optimise the diary management activities of the Sale Executive ensuring all travel arrangements are arranged with all supporting relevant documentation for travel-related meetings are compiled and coordinated in a timely manner
- actively support the flow of information on the right digital platforms, ensuring that the right documents are uploaded; monitoring of expenses; ensuring vendor/ courier services payments are processed through JDE in a timely manner and the assistance of Jira calls for new/current financial planners and/or general Jira calls
- pro-actively correspondence and respond independently where possible on behalf of the Sales Executive in accordance with diary and inbox management
- actively drive the logistics function of business events (i.e., planner day)/conferences/meetings and arranging of courier services and by ensuring all arrangements are done within budget
- ensure that the Sale Executive adopt digital opportunities identified on the PeopleSoft practice management platform i.e., Recognition, Performance Excellence, PeopleConnect Engage with internal and external stakeholders to provide relevant administrative support in a proficient and professional manner (i.e., assisting Franchise House or Retail/M Practice transfer process needs, allowances, financial assistance request, administrative support to supervisors and managing of business card requests)
- Ensure all necessary documentation is in place in order to activate necessary processes effectively with the payroll department (i.e., commission payment enquiries, payments, deduction enquiries, advance requests, agreements, and document requests)
- Ensure accurate information is circulated to the relevant parties in a timely manner i.e., assisting with F&P annexures
- Ensure relevant business administrative tasks, projects processes are effectively co-ordinated i.e., adding or removing a license category for an existing planner and the collection of supervisor assessments
- Preparation of basic financial information (Hubble and JDE) is compiled and prepared for analysis to the Sales Executive in a timely manner
- Ensure accurate information for presentation and monthly financial and production reports are collated, compiled, and distributed in a timely manner
- Day-to-day issues related to the support of the business tasks, projects, processes to be dealt with efficiently and effectively and communicated to the Sale Executive
- Become knowledgeable on the i-box digital platform to contribute towards information management, i.e., to report on the financial advisor license categories and/or to actively update financial advisor information on the system In partnership with the Sale Executive, support compliance in line with
- Informing financial planners of Product Updates and Product Specific Training and to follow up
- Managing of CMS renewals and reimbursement
- Submit and monitor request for FPI renewals and reimbursements
- Monitor completion of compliance training of the Sale Executives
- Submission of affidavits to Legal team regarding ASISA and POPIA docu

  • Portfolio Management Assistant

    2 months ago

    Pretoria, South Africa FirstRand Full time

    Job Description To provide support to a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity To ensure that the policies and procedures, are properly implemented and that all controls necessary are in place to minimise losses whilst ensuring that appropriate resources are in place to...

  • Wealth Portfolio Assistant

    1 month ago

    Pretoria, Gauteng, South Africa People Dimension Full time

    Synopsis:A leading financial services company in Pretoria seeks an experienced Wealth Advisor/Assistant to join their dynamic team.Job Description: Assist Financial Planners in administrative tasks, ensuring seamless execution of client transactions and portfolio management. Conduct thorough research on insurance products, stay updated on industry trends,...

  • Portfolio Administrator

    6 months ago

    Pretoria, South Africa Trafalgar Property Management (Pty) Ltd Full time

    Trafalgar is the leading property rental agency across South Africa, letting and managing residential properties across all major metropolitan areas. Trafalgar has a wide selection of homes to rent, to suit all budgets, tastes and areas. Trafalgar offers full-service sectional title and home owners association (“HOA”) property management services across...

  • Strategic Investment Portfolio Coordinator

    1 month ago

    Pretoria, Gauteng, South Africa IT Ridge Technologies Full time

    Job Description:The Strategic Investment Portfolio Coordinator will be responsible for assisting the Investment Analyst in providing extensive reporting, monitoring and analysis of the investment portfolios. The role entails liaising with the Corporation's back and middle offices and the custodian to ensure key deliverables are met.

  • Portfolio Manager: Advanced Manufacturing

    6 months ago

    Pretoria, South Africa Technology Innovation Agency Full time

    **Job Advert Summary**: Technology Innovation Agency (TIA) is a talent driven, customer - centric and impact focused organisation. In our endeavour to support technology innovation with socio-economic outcomes; we seek to infuse the organisation with team players that find resonance as value creators, agile thinkers, progressive attitudes,...

  • Portfolio Manager: Commercialisation

    6 months ago

    Pretoria, South Africa Technology Innovation Agency Full time

    **Job Advert Summary**: Job Purpose: To support the business unit in assisting impactful technology innovations to be taken up in the market, in line with the division’s strategy. The Agency reserves the right not to make an appointment. Technology Innovation Agency (TIA) is a talent driven, customer - centric and impact focused organisation. In our...

  • Portfolio Manager: Natural Resources

    6 months ago

    Pretoria, South Africa Technology Innovation Agency Full time

    **Job Advert Summary**: Technology Innovation Agency (TIA) is a talent driven, customer - centric and impact focused organisation. In our endeavour to support technology innovation with socio-economic outcomes; we seek to infuse the organisation with team players that find resonance as value creators, agile thinkers, progressive attitudes,...

  • Tourism Portfolio Director

    3 weeks ago

    Pretoria, Gauteng, South Africa Kencorp Full time

    About KencorpKencorp is a leading hospitality company dedicated to delivering exceptional guest experiences across our portfolio of resorts and vacation rentals.Job SummaryWe are seeking a seasoned Tourism Portfolio Director to lead the strategic management of our multi-property operations, driving revenue growth, and enhancing guest satisfaction.Key...

  • Portfolio Manager Commercialisation: Energy

    7 months ago

    Pretoria, South Africa Technology Innovation Agency Full time

    **Job Advert Summary**: Technology Innovation Agency (TIA) is a talent driven, customer **Job Purpose** To facilitate and leverage commercialisation enablement of successful technology innovations, licenses, products, and companies through the TIA investment funding instruments. The role further strives to create systems and network connections to ensure a...

  • Strategic Portfolio Finance Director

    2 weeks ago

    Pretoria, Gauteng, South Africa Network Recruitment Full time

    Job OverviewNetwork Recruitment is assisting a well-established property group in their search for a highly skilled Strategic Portfolio Finance Director. This prestigious organization boasts a reputation for excellence in property management, development, and investment. Their commitment to integrity, innovation, and sustainability has driven both financial...

  • Wealth Assistant

    6 months ago

    Pretoria, South Africa RPO Recruitment Full time

    RPO Recruitments client is currently looking for a dedicated and detail-oriented Wealth Assistant to join their team in Pretoria. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals. The main objective of this role is to assist the Wealth Planners...

  • Portfolio Administrator

    6 months ago

    Pretoria, South Africa Pillango Placements Full time

    **Gauteng**, PTA - East** **R 20000 - R 25000 Monthly Cost To Company (Negotiable)** As a Portfolio Assistant, you will provide essential administrative support and manage day-to-day operations related to clients' portfolios. You will act as the backbone of client service management, ensuring all administrative tasks are performed meticulously and...

  • 2x Portfolio Manager Commercialisation: Ict

    7 months ago

    Pretoria, South Africa Technology Innovation Agency Full time

    **Job Advert Summary**: Technology Innovation Agency (TIA) is a talent driven, customer **Job Purpose** To facilitate and leverage commercialisation enablement of successful technology innovations, licenses, products, and companies through the TIA investment funding instruments. The role further strives to create systems and network connections to ensure a...

  • Financial Planning Assistant

    2 months ago

    Pretoria, Gauteng, South Africa The Recruitment Council Full time

    Job Description: Financial Planning AssistantKey Responsibilities:Support Wealth Advisers in addressing client queries via telephone and written correspondence.Process new business applications, including capturing and quality checking, and following up on instructions.Assist clients with completing forms and ensure accuracy and compliance with FICA...

  • Property Management Assistant

    1 month ago

    Pretoria, Gauteng, South Africa LLM Recruitment Full time

    LLM Recruitment is seeking a skilled Property Management Assistant to join our team. This role offers a competitive salary of R200,000 - R300,000 per annum.Job DescriptionThis is an exciting opportunity for a detail-oriented individual to manage property-related tasks and responsibilities. The successful candidate will work closely with the Portfolio Manager...

  • Senior Portfolio Manager Private Wealth

    2 weeks ago

    Pretoria, Gauteng, South Africa FNB South Africa Full time

    Job Title: Senior Portfolio Manager Private WealthCompany Overview:FNB South Africa is a leading financial institution seeking an experienced and skilled professional to join our Private Banking team as a Senior Portfolio Manager.Salary:The successful candidate can expect a competitive salary of R850,000 per annum, reflecting the demands of this key role.Job...

  • Portfolio Manager

    6 months ago

    Pretoria, South Africa Ability Recruitment Full time

    **Job Information**: Industry **Real Estate/Property Management*** Work Experience **5+ years*** Salary **720000*** Currency **ZAR*** City **Pretoria*** Province **Gauteng*** Country **South Africa*** Postal Code **0002** To take responsibility for the efficient daily operations and the financial reporting of the assigned property portfolio...

  • Portfolio Manager

    6 months ago

    Pretoria, South Africa Ability Recruitment Full time

    The main purpose of this position is to handle property management, asset management, client reporting, planning and budgeting, building management, credit control and tenant management, etc for the Company. **REQUIREMENTS**: - Matric - Tertiary qualification preferred - Minimum 5-8 years experience in property portfolio management - Management experience...

  • Broker Assistant/ Paraplanner

    7 months ago

    Pretoria, South Africa People Dimension Full time

    Synopsis:A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.Job Description:Job Description/Duties:• Assisting Financial Planners in all their administrative tasks• Research product information• Prepare financial...

  • Wealth Adviser Assistant Pretoria East, Gauteng

    3 months ago

    Pretoria, South Africa PSG Konsult Ltd. Full time

    **Designation**: Wealth Adviser Assistant | Pretoria East, Gauteng **Category**: Client/Intermediary Services **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 12 Sep 2024 **Reference Number**: POS01634 **Closing...